Mikaela Franceschina's questions to Evolus Inc (EOLS) leadership • Q3 2024
Question
Mikaela Franceschina, on behalf of Balaji Prasad at Barclays, asked how the cited decline in a competitor's filler sales influences Evolus's strategy for its own filler launch and requested color on current filler market dynamics.
Answer
President and CEO David Moatazedi acknowledged the observed softness in the filler category but emphasized it remains a large, ~$1.8 billion market opportunity. He expressed confidence that the differentiated 'cold HA' technology of Evolysse will be well-received by customers, creating significant interest ahead of the launch despite near-term market softness.